401(k) · DOL Form 5500 · 2024

Homeserve USA Corporation 401(k) Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
1,598
Participants Near avg headcount
90th
Percentile by assets National rank
$56,353
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Homeserve 401(k) Plan · Sponsored by Homeserve USA Corporation · Connecticut · Other Services

$90M in assets, 1,598 participants

Homeserve USA Corporation's Homeserve 401(k) Plan reported $90M in total assets and 1,598 participants in its 2024 DOL Form 5500 filing, ranking in the 90th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,418 in Other Services (7,719 peers)

Coverage in Connecticut

Homeserve 401(k) Plan covers 1,598 participants in Connecticut, 2.2x the typical Connecticut plan (state average ~718 per filing). Assets: $90M.

#7,418
in Other Services (7,719 peers)
+76.6%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Homeserve 401(k) Plan's outsized position by total assets

Homeserve 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$90,052,554 Top 10% higher than 90% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Homeserve 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Homeserve 401(k) Plan lands in the large band (1,598 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Homeserve 401(k) Plan reported participants fell from 2,179 in the plan year 2023 filing to 1,598 in the plan year 2024 filing.
  • Homeserve 401(k) Plan reported net income fell from $21M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Homeserve 401(k) Plan end-of-year assets fell from $103M in the plan year 2023 filing to $90M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 980381967 · Homeserve USA Corporation PY 2024 · 401(k)

Homeserve 401(k) Plan · $90M · 1,598 · 90th

  • ASSETS $90M
  • PCT 1,598
  • EIN 90th
  • RANK 401(k)
  • PHOTO near Walser Automotive Group, LLC Savings and Investment Plan
  • IND ind #7418

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Connecticut →

Homeserve 401(k) Plan in the asset neighbourhood

Walser Automotive Group, LLC Savings and Investment PlanWalser Automotive Group, LLC…$90MKrasdale Foods, Inc. Profit Sharing 401(k) Plan & TrustKrasdale Foods, Inc. Profit …$90MHomeserve 401(k) Plan$90ML&m Development Partners LLC 401(k) Retirement Savings PlanL&m Development Partners LLC…$90MGreenleaf Trust 401(k) Plan$90M
End-of-year total assets ($M) among Homeserve 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$90M
Net Income$18M
Employer EIN980381967
Plan Effective Date2007-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Homeserve USA Corporation)

Sponsor-wide plan assets over time

All Homeserve USA Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$222M 770.5566333581949% vs 2022
2024 filing year
$0M$100M$200M$300M 202220232024 $25.5M $222M ▲ +770.7%
Year Plans Participants Total Assets
2022 1 382 $26M
2023 2 2,556 $133M
2024 3 4,059 $222M

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Homeserve 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Homeserve 401(k) Plan, Total assets ($B): 0.090052554 · Participants: 1598Homeserve 401(k) PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Homeserve 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Homeserve 401(k) Plan side-by-side with 3 peers →

Homeserve 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Walser Automotive Group, LLC Savings and Investment Plan in MN ($90M); by covered participants it is Beecan Health 401(k) LLC in CA (1,598 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,598 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Homeserve 401(k) Plan assets move in 2024? ▼
Homeserve 401(k) Plan surged - up 76.6% during 2024, from $51M to $90M. Reported net income was $18M.
How have Homeserve USA Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Homeserve USA Corporation's sponsor-wide assets grew 770.6%, from $26M to $222M.
Where does Homeserve 401(k) Plan rank by assets among Form 5500 filers? ▼
Homeserve 401(k) Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Homeserve 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Walser Automotive Group, LLC Savings and Investment Plan in MN ($90M, 2,018 participants).
Which 401(k) plans cover a similar participant headcount to Homeserve 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beecan Health 401(k) LLC in CA (1,598 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 980381967.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.